Stanich Group LLC

Registered adviser

CIK

2023324

Location

MONTAUK, NY

Portfolio Value

Small $119,319,621

Diversification

Highly concentrated

Filing Date

Global Rank

#7,133 / 8,811 ▲ 930 · as of Jun 2026

Top Industry

Semiconductors 34.5%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 282447

Roster of Oct 1, 2026

Regulatory AUM

$209,776,444

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$209,776,444	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$166,599,144	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$131,187,017	Individuals and high net worth (100%)
May 2023 to Mar 2024	$88,127,357	Individuals and high net worth (100%)
Apr 2023	$88,127,357	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$96,144,748	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.2% of the book (60%+)

Turnover

Low turnover

7.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.9%; sector active share 84.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

64 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

63.7%

+17.6 pts

Top 5

84.2%

−4.5 pts

Top 10

92.4%

−1.8 pts

HHI

4,217

Highly concentrated+810

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.9%	$109,641,905	51
Technology	6.2%	$7,412,289	6
Communication Services	0.5%	$649,582	2
Healthcare	0.5%	$644,217	2
Consumer Cyclical	0.5%	$546,884	1
Financial Services	0.2%	$216,110	1
Energy	0.2%	$208,634	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
SCHH	Schwab U.S. REIT ETF	+8,279	253,367	$5,584,208
ESGV	VANGUARD ESG U.S. STOCK ETF	+7,136	558,545	$75,699,603
ESGD	iShares ESG Aware MSCI EAFE ETF	+2,621	235,615	$0
ESGE	iShares Trust	+1,291	148,907	$0
—		+812	33,219	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+704	135,968	$0
HEZU	iShares Currency Hedged MSCI Eurozone ETF	+650	22,315	$0
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+293	13,280	$687,372
IMCG	iShares Morningstar Mid-Cap Growth ETF	+290	22,061	$0
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	+188	19,141	$1,866,821
—		+183	1,976	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+75	4,587	$897,905
NVDA	Nvidia Corp	+65	4,742	$1,082,977
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+41	5,540	$1,871,578
AVGO	Broadcom Inc.	+19	768	$269,713
AMZN	Amazon Com Inc	+14	2,195	$546,884
MSFT	Microsoft Corp	+8	2,318	$1,188,902
AMD	Advanced Micro Devices Inc	+5	931	$569,548
MU	Micron Technology Inc	+4	1,329	$1,415,531
SPY	Spdr S&P 500 ETF Trust	+1	483	$368,350
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GOOG	Alphabet Inc.	−236	733	$249,762
AAPL	Apple Inc.	−176	8,665	$2,885,618
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−122	3,575	$247,604
VIG	Vanguard Specialized Funds	−122	7,275	$1,697,330
IWD	iShares Russell 1000 Value ETF	−101	3,254	$0
QUAL	iShares MSCI USA Quality Factor ETF	−75	26,209	$0
IVV	iShares Core S&P 500 ETF	−74	1,038	$0
EZM	WisdomTree U.S. MidCap Fund	−69	3,904	$0
IVW	iShares S&P 500 Growth ETF	−41	1,868	$0
DSI	iShares ESG MSCI KLD 400 ETF	−25	22,980	$0
VOO	VANGUARD 500 INDEX FUND	−24	1,564	$1,096,145
VEA	Vanguard FTSE Developed Markets ETF	−21	6,890	$486,502
IYW	iShares, Inc.	−17	4,438	$0
IVE	iShares S&P 500 Value ETF	−16	979	$0
IJK	iShares S&P Mid-Cap 400 Growth ETF	−14	2,423	$0
ACWV	iShares Trust	−13	2,811	$0
—		−13	3,842	$0
—		−3	3,097	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−3	5,213	$309,183
—		−1	4,569	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	200,884	$11,562,883
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	192,574	$4,076,791
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	9,378	$869,809
NEAR	iShares Short Duration Bond Active ETF	12,899	$643,144
GLD	Spdr Gold Trust	1,167	$444,440
AGG	iShares Core U.S. Aggregate Bond ETF	161,137	$0
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	115,397	$0
NYF	iShares New York Muni Bond ETF	5,542	$0
MUB	iShares National Muni Bond ETF	4,811	$0
IUSB	iShares Core Universal USD Bond ETF	21,107	$0
SUSC	iShares ESG Aware USD Corporate Bond ETF	316,458	$0
IAGG	iShares Core International Aggregate Bond ETF	23,657	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

64 tracked positions · $119,319,621 total · filing declares 64 positions · $207,153,957 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	558,545	+7,136	$75,699,603	+3.8%	63.44%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	NEW	200,884	NEW	$11,562,883	NEW	9.69%
SCHH	Schwab U.S. REIT ETF	Added	253,367	+8,279	$5,584,208	−3.8%	4.68%
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	NEW	192,574	NEW	$4,076,791	NEW	3.42%
AAPL	Apple Inc. Technology	Reduced	8,665	-176	$2,885,618	+12.8%	2.42%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	5,540	+41	$1,871,578	−6.9%	1.57%
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	Added	19,141	+188	$1,866,821	+2.6%	1.56%
VIG	Vanguard Specialized Funds	Reduced	7,275	-122	$1,697,330	−3.0%	1.42%
MU	Micron Technology Inc Technology	Added	1,329	+4	$1,415,531	−7.4%	1.19%
MSFT	Microsoft Corp Technology	Added	2,318	+8	$1,188,902	+38.0%	1.00%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,564	-24	$1,096,145	+0.5%	0.92%
NVDA	Nvidia Corp Technology	Added	4,742	+65	$1,082,977	+15.7%	0.91%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	4,587	+75	$897,905	+4.5%	0.75%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	NEW	9,378	NEW	$869,809	NEW	0.73%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	13,280	+293	$687,372	+2.2%	0.58%
NEAR	iShares Short Duration Bond Active ETF	NEW	12,899	NEW	$643,144	NEW	0.54%
AMD	Advanced Micro Devices Inc Technology	Added	931	+5	$569,548	+5.9%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,195	+14	$546,884	+5.2%	0.46%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	6,890	-21	$486,502	−1.2%	0.41%
GLD	Spdr Gold Trust	NEW	1,167	NEW	$444,440	NEW	0.37%
GOOGL	Alphabet Inc. Communication Services	Held	1,162	0	$399,820	−3.7%	0.34%
SPY	Spdr S&P 500 ETF Trust	Added	483	+1	$368,350	+2.3%	0.31%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	553	0	$363,160	−6.6%	0.30%
JNJ	Johnson & Johnson Healthcare	Held	1,332	0	$352,633	+4.2%	0.30%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	2,547	0	$320,081	+5.1%	0.27%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	5,213	-3	$309,183	−0.7%	0.26%
LLY	ELI LILLY & Co Healthcare	Held	252	0	$291,584	−3.5%	0.24%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Held	841	0	$289,304	+1.6%	0.24%
AVGO	Broadcom Inc. Technology	Added	768	+19	$269,713	−4.7%	0.23%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Held	2,386	0	$259,692	−7.2%	0.22%
GOOG	Alphabet Inc. Communication Services	Reduced	733	-236	$249,762	−27.1%	0.21%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	3,575	-122	$247,604	−1.5%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	434	0	$216,110	−0.5%	0.18%
PBA	Pembina Pipeline Corp Energy	Held	4,680	0	$208,634	−3.6%	0.17%
		Reduced	4,569	-1	$0	−100.0%	0.00%
		Added	33,219	+812	$0	−100.0%	0.00%
		Added	1,976	+183	$0	−100.0%	0.00%
		Reduced	3,842	-13	$0	−100.0%	0.00%
IYW	iShares, Inc.	Reduced	4,438	-17	$0	−100.0%	0.00%
EZM	WisdomTree U.S. MidCap Fund	Reduced	3,904	-69	$0	−100.0%	0.00%
		Reduced	3,097	-3	$0	−100.0%	0.00%
ACWV	iShares Trust	Reduced	2,811	-13	$0	−100.0%	0.00%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	161,137	NEW	$0	NEW	0.00%
DGRO	iShares Core Dividend Growth ETF	Held	7,080	0	$0	−100.0%	0.00%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	22,980	-25	$0	−100.0%	0.00%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	235,615	+2,621	$0	−100.0%	0.00%
ESGE	iShares Trust	Added	148,907	+1,291	$0	−100.0%	0.00%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Added	135,968	+704	$0	−100.0%	0.00%
HEZU	iShares Currency Hedged MSCI Eurozone ETF	Added	22,315	+650	$0	−100.0%	0.00%
IAGG	iShares Core International Aggregate Bond ETF	NEW	23,657	NEW	$0	NEW	0.00%

Showing the top 50 of 64 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.